iShares Core Conservative Allocation ETF
AOK
39 hedge funds and large institutions have $54.6M invested in iShares Core Conservative Allocation ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
30% more capital invested
Capital invested by funds: $42M → $54.6M (+$12.6M)
5% more funds holding
Funds holding: 37 → 39 (+2)
3.63% more ownership
Funds ownership: 19.28% → 22.91% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.99M |
| 2 |
Morgan Stanley
New York
|
+$2.65M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$1.21M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 5 |
Jane Street
New York
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$66.7K |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$54.8K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$54.5K |
| 4 |
HR
Howe & Rusling
Rochester,
New York
|
-$40K |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$30.5K |
AOK Hedge Fund Activity: Q2 2015 in Review
39 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2015, worth a combined $54.6M — up 30% from $42M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AOK positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $5.99M. The largest seller was NewSquare Capital, cutting an estimated $66.7K.
- 39 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2015, up from 37 in Q1 2015.
- Funds reported $54.6M of iShares Core Conservative Allocation ETF stock for Q2 2015, up 30% quarter-over-quarter.
- 5 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2015 and 3 closed out, a net change of +2 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2015 was Bank of America, an estimated $5.99M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2015 was NewSquare Capital, an estimated $66.7K sold.
Based on aggregated 13F filings for Q2 2015.